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20130113
20130121
STATION
CNBC 8
CSPAN 1
LANGUAGE
English 12
Search Results 0 to 11 of about 12 (some duplicates have been removed)
CNBC
Jan 18, 2013 6:00am EST
of capacity and given the macro environment, given the cannibalization that tablets are doing with the expensive notebooks and the road map that is questionable. >> is there a road map that you see that gets them into the tablet and mobile space in a better way? you look at what is happening to the stock of arm, look at the stock of qualcomm, and these guys are nowhere in the same arena. >> that's a good question. they have the road map to get in. will they have a position of dominance? being the same is not going to be enough, particularly given a lot of oems over many, many years being accustom to them being basically sole source or a dominant proprietary source when you have an alternative where you have a multi source solution, some suppliers that use their processing from a company called arm. so it's going to be very tough. you have to have significant advances for oems to use your product. i don't think they that. >> what does this say about hue yet pack yard? what does this say about the news about dell with a potential buyout? i assume what is happening at intel is ha
CNBC
Jan 14, 2013 11:00pm EST
that if they really want to create value and send their stocks higher, the best way to do that in this environment may be simply to buy another company. hence, the huge spike in m and a activity in the fourth quarter. i think it's big. this trend continues in 2013, if you ask me. but i don't want just to see more deals. i want them to be the right deals. buy, buy, buy. so for all of the lonely is ceos who i'm sure are sitting on the rooftops singing. ♪ matchmaker make me a match ♪ find me a match make me a perfect match so you can sing, yes i am a rich man to a very plaintive tune. the hottest theme out there, a steaming hot thing, housing. these two combined, business will be an absolute powerhouse. i'm talking about masco and fortune brands home and security. two makers of cabinets, plumbing fixtures and other housing-related products. masco is the largest non commodity supplier to home depot and i should point out that any deal to acquire fortune brands would have to be done later in the year because of arcane tax laws. that's the caveat. still, the timing. we are now witnessing a fabulous hous
CNBC
Jan 15, 2013 12:00pm EST
a deal of this size. against that backdrop, you have a pretty risky environment in the sense that pcs are going through a lot of change right now. so while the valuation of dell stock is pretty darn attractive and i understand the rationale in this low interest rate environment to want to do a deal, because the deal is so large and there's uncertainty around dell's pc core business, i think when push comes to shove, the deal does not get done. >> i want to underscore one of the top rated analysts doesn't think that it's going to happen. shares are moving a little bit higher. stocks almost 23% at this point. obviously had that huge move yesterday. where does that leave the company's future, toni? what are they going to do? >> look, i think the company has been very deliberate in laying out a strategy, which is, we're going to try and move away from pcs. we're going to take our cash and buy companies to try and make us more of an enterprise player. one of the benefits of not going private is you have more degrees of freedom. you don't have to use your cash flow to pay down debt. you can
CNBC
Jan 18, 2013 9:00am EST
to improved market environment. which shows a lot of promise if uncertainty is removed. take a listen. >> $90 billion is sitting there waiting to get into the market. if we see confidence coming through from the political sector, the global economic recovery, this thing has legs. >> guys, barring what they called a terrible quarter in commodities, a lot of things working in their favor. margin goals being met, all that. >> i want to talk about something that david faber said, came on air and said the different stories, there was a lot of chatter on the web, they said the company was in big trouble. you said they were dead wrong. i almost gave him credence on air. i apologized to mr. gorman about that. that was a very good call. you knew that there were rumor amongers that were spreading things that weren't true. >> we were in the mid stl of the european crisis, we're certainly not in the midst of the same crisis. any exposure you had to the sovereigns were seized on. morgan was suffering from that. that was a while back already. >> how did you know it was okay? >> how did i know? >> yeah, how
FOX News
Jan 20, 2013 3:00am PST
senator schumer said there is still a pretty tense environment here in washington and imm after the inaugural ceremonies up here on the platform, they go inside for the traditional inaugural luncheon where the president, speaker boehner and majority harry reid will be sitting down at the same table and wonder what that environment is like. i asked former bush white house chief of staff andy card about that remembering back to 2001 after that controversial election, and what the environment was there, here is what he told me. >> i suspect it will probably be a lot like the atmosphere that george w. bush experienced in his first term of office, it was a little bit chilly and cold, but at the same time, you can't help, but be wrapped up in the excitement of an inauguration. >> reporter: of course, that's what this really is about. celebrating american democracy on monday, tomorrow, the big question, what will the environment be like on tuesday morning, alisyn. >> alisyn: well, that's absolutely right. there is a lot of environment, john. thanks for showcasing that for us and we ca
CNBC
Jan 15, 2013 3:00pm EST
&p are yielding more than the ten-year u.s. treasury, and that type of environment where dividends are going to grow 10% this year, that can be a good backdrop on stocks like ford that developed its dividend last week, lowe's on the home improvement side and dresser injuries and transindustries. >> with all due respect, jpmorgan out yesterday saying that maybe the dividend play is last year's play and maybe now is the time to get into riskier assets in equities because they feel like the economy is going to start to pick up. so you're sticking with the dividend play though? >> i am. for these two reasons. one, bill, the growth of dividends is the story. not the absolute yield. it's the growth in dividends and that can be names like qualcomm, apple, ford is my example. second. when investors look much like 1994 and 1999, when interest rates went higher, the ten-year treasury was yielding, was returning minus 3% for those two calendar years. people will come back to the stock market, but they will come back to the stock market in the safer yield and dividend-growing stories. that is why i thin
CNBC
Jan 17, 2013 9:00am EST
are building on the money center banks. i actually feel the environment is still tough, maybe getting more friendlives can i ask you about the rally we've had generally? it's notable that goldman sachs has outperformed both the ac and citi with an 18% rise in the stock over the last month. today, of course, you downgraded goldman sachs in the light of that move. where are you on the sort of share price movement that is we might see in those three and oats moves forward? >> to see additional up side in a broker dealing, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our p
CNBC
Jan 14, 2013 9:00am EST
returns, what you're telling clients for the next three to five years? >> in this environment, we're actually asking our clients to think about three things. first we're going to have low interest rates for awhile. so they need to adjust their expected returns. so in a low interest rate environment we're going to have lower returns across all asset classes. second, we're telling our clients that as they think about the lower returns in the context of their portfolios, they also need to recognize that we are going to have volatility from incremental policy on a global basis. whether it's in the u.s., europe, japan or emerging market countries. we are expecting that policy, whether it's monetary policy adjustments, fiscal policy, it will all be incremental. and that will create market pressure because it won't be at a pace that the markets would like to see. so that will introduce volatility. and it's not something our clients should try to trace. they should look over the horizon and invest for the long run. >> looking at the long run, three to five-year term outlook if you look at
FOX News
Jan 17, 2013 3:00am PST
of educational environment to include vocational training. it's been very successful. >>brian: general, what can the government do? specifically, where would the funds go? >> the funds really, we're not looking for that many public dollars. it only costs $3,500 per veteran per year to put them through this program. we have thousands of wounded warrior programs throughout the country. we think there needs to be a public-private partnership in reintegrating these veterans back into our communities. what we would like to happen is to, for the government to advertise our model and that it be adopted and adapted to the local communities. they figure out with veterans organizations and others on how to make it work inside their communities. we'll work with them very closely. >>brian: do you have a site people can go? >> nod.org. our chairman governor tom ridge is taupe talk to anyone any time about this program. >>brian: thank you for your service, what you did especially in afghanistan leading that invasion. lieutenant haggenbeck, thank you for joining us. next, if criminals want guns we'll get one.
CSPAN
Jan 13, 2013 7:00am EST
. [video clip] >> we are all products of our experience and environment. i have been tempered by the experience about war. what war means, the consequences, who has to fight it. all of that experience is part of me and how i look at policy, how i look at our foreign policy and military policy, how i judge consequences, how the world sees us, their trust in our purpose in power. no question much of the questioning i have done about iraq and was tempered by the experience in vietnam. whenever i will ever do in my life -- whatever i will do in my life, those experiences shaped me, just like anyone who has gone through war. those experiences shape you very much. it makes you less inclined to jump into war. it is easy to get into war, not very easy to get out, as evidenced by the johnson tapes. you need to think through these things. diplomacy is critically important, especially in the complicated world we live in today. i think something else is important here and a lesson we learned from vietnam. what is going to be very important for america is not to isolate ourselves in the wo
Search Results 0 to 11 of about 12 (some duplicates have been removed)